Playbooks by motion

A playbook is a starting template for a go-to-market motion. Each one gives you a recommended persona, greeting, conversion goal, routing, and knowledge base focus — so you can stand up a motion-appropriate assistant in minutes, then tune it.

Motion	Best for	Primary goal
Product-led growth	Self-serve SaaS with a free trial or freemium	Trial / sign-up
Ecommerce	Online stores and DTC	Purchase / add-to-cart / lead
Sales-led	Enterprise and considered B2B sales	Booked demo
Agency / white-label	Agencies running chat for clients	Varies per client

Pick the closest motion, apply it under Settings → Assistant → Start from a template, then adjust the persona and goals. You can run different playbooks on different pages or subdomains.